I had account with IB before. I am also confused with this with them, though I did not need that to file tax on my situation at that time.

For IB, I personally think they are a good broker for most beginners. They charge 10$ per month for the stock data fee, and 1$ for trading stock of 100 share or less (online trade).

However, they can not do off hour trade (normally not a issue for beginner though).

For tax return, I believe we can make it correct when you do the tax return, right?